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Set Up Document Extraction and Routing to Human Review
Add the Extract Data from Document action to your flow, configure the document and configuration inputs, store the output, and add a decision that routes to human review when your conditions are met.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the MuleSoft for Flow: IDP add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive. |
| Document processing features require Einstein generative AI turned on in Setup, and Data 360 provisioned and enabled for your org. |
| MuleSoft for Flow: IDP features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
| User Permissions Needed | |
|---|---|
| To create, read, edit, and delete document processing configurations: | Manage Document Processing Configurations |
| To open, edit, or create an orchestration in Flow Builder: | Manage Flow |
| To create screen flows for human review interfaces: | Manage Flow |
Before you set up document extraction and routing, ensure you have:
- A document processing configuration that extracts the data you want to review
- Experience creating flows and orchestrations in Flow Builder
- Business rules that define when human review applies
Choose a record-triggered, schedule-triggered, platform event-triggered, or autolaunched flow based on when the process runs. You can use the Extract Data from Document action in any of these flow types. To process multiple documents, add a Loop element and place the action inside it. Use Decision elements to route to the review screen when confidence scores, field values, or business rules require human review. Add a separate decision per field for field-level routing.
- Create an orchestration to manage the document processing workflow, or open an existing flow.
- Add a flow element to start the process when relevant conditions are met.
- Click add element after Start and select the Extract Data from Document invocable action from the Document Processing category.
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Specify the Content Document ID of the document record to analyze.
Get this ID from a record-triggered flow when a document is uploaded, from a File Upload screen component, or from a previous flow element that creates or references content documents.
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Select a Document Processing Configuration to use for the extraction.
- If you don't see any configurations, create one in the Automation App first.
- Choose the configuration that best matches the type of document you're processing.
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Configure the output variable to store the extracted data.
Store the extracted data in a variable so you can use it later in the flow. The variable holds a dynamic Apex class with all extracted fields and values. Use the extractedData output in subsequent elements or in a Transform element to map data to your output structure.
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Add a decision element to route to human review when your conditions are met.
Use confidence scores, field values, or business rules to determine when to route data for human review.
After you set up document extraction and routing to human review, build the review interface so reviewers can validate and correct extracted data. See Build the Review Interface for Extracted Document Data.
